Larry Robbins's Glenview Capital Management Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ACI WORLDWIDE INC ACIW 31,473 0.29% 677,129 46.48 0 0.00 New investment 100.00%
AMERICAN INTERNATIONAL GROUP INC CORP AIG 404,323 3.70% 9,045,264 44.70 9,637,698 38.82 Reduce -6.15%
AmerisourceBergen Corp. ABC 121,479 1.11% 2,175,876 55.83 1,802,600 51.45 Add 20.71%
Aon plc (United Kingdom) AON 179,825 1.65% 2,794,477 64.35 2,615,317 61.50 Add 6.85%
APPLE INC AAPL 119,727 1.10% 301,936 396.53 514,883 442.66 Reduce -41.36%
BABCOCK AND WILCOX COMPANY BWC 165,997 1.52% 5,527,708 30.03 5,527,708 28.41 No change 0.00%
BE AEROSPACE INC BEAV 21,554 0.20% 341,692 63.08 1,202,858 60.28 Reduce -71.59%
BIG LOTS INC BIG 52,628 0.48% 1,669,136 31.53 0 0.00 New investment 100.00%
BMC SOFTWARE INC BMC 0 0.00% 0 0.00 3,955,914 46.33 Sold out -100.00%
CALPINE CORPORATION CPN 130,472 1.19% 6,145,659 21.23 610,300 20.60 Add 906.99%
CANADIAN PACIFIC RAILWAY INC CP 31,822 0.29% 262,169 121.38 327,448 130.45 Reduce -19.94%
CAPITAL ONE FINANCIAL CORPORATION COF 78,750 0.72% 1,253,780 62.81 939,900 54.95 Add 33.40%
CARTERS INC CRI 38,743 0.35% 523,060 74.07 0 0.00 New investment 100.00%
CBS CORP CBS 207,683 1.90% 4,249,706 48.87 0 0.00 New investment 100.00%
CHARTER COMMUNICATIONS INC CHTR 37,159 0.34% 300,030 123.85 592,773 104.18 Reduce -49.39%
CHIMERA INVESTMENT CORPORATION CIM 30,728 0.28% 10,242,810 3.00 8,556,741 3.19 Add 19.70%
CIGNA CORPORATION CI 238,981 2.19% 3,296,749 72.49 3,871,884 62.37 Reduce -14.85%
CIT GROUP INC CIT 47,401 0.43% 1,016,535 46.63 1,705,114 43.48 Reduce -40.38%
CITIGROUP INC C.WS.A 6,729 0.06% 8,561,020 0.79 8,561,020 0.51 No change 0.00%
CITIGROUP INC C 150,817 1.38% 3,143,995 47.97 4,346,445 44.24 Reduce -27.67%
CLEARWIRE CORPORATION CLWR 160,102 1.47% 32,052,360 5.00 32,052,360 3.24 No change 0.00%
COMMUNITY HEALTH CYH 441,383 4.04% 9,415,163 46.88 9,015,163 47.39 Add 4.44%
COMPUTER SCIENCES CORP CSC 318,427 2.91% 7,275,010 43.77 2,839,459 49.23 Add 156.21%
CONSTELLATION BRANDS STZ 53,129 0.49% 1,019,364 52.12 300,000 47.64 Add 239.79%
CROWN CASTLE INTERNATIONAL CORP CCI 119,672 1.10% 1,653,155 72.39 597,200 69.64 Add 176.82%
DELL INC DELL 0 0.00% 0 0.00 3,029,500 14.33 Sold out -100.00%
E TRADE FINANCIAL CORPORATION ETFC 28,060 0.26% 2,216,465 12.66 7,460,765 10.71 Reduce -70.29%
ELECTRONIC ARTS INC EA 212,252 1.94% 9,232,350 22.99 8,232,350 17.70 Add 12.15%
FIDELITY NATIONAL INFORMATION SERVICES INC FIS 246,709 2.26% 5,758,841 42.84 6,059,919 39.62 Reduce -4.97%
FLEXTRONICS INTERNATIONAL LTD FLEX 457,287 4.18% 59,080,959 7.74 52,093,862 6.76 Add 13.41%
FOSSIL GROUP INC c34988V106 51,760 0.47% 501,019 103.31 0 0.00 New investment 100.00%
GENERAL MOTORS COMPANY GM 237,786 2.18% 7,138,579 33.31 6,938,579 27.82 Add 2.88%
HARTFORD FINANCIAL SERVICES GROUP INC HIG 0 0.00% 0 0.00 1,129,600 25.80 Sold out -100.00%
HCA HOLDINGS INC HCA 354,892 3.25% 9,841,713 36.06 8,881,956 40.63 Add 10.81%
HEALTH MANAGEMENT ASSOCIATES INC HMA 593,549 5.43% 37,757,583 15.72 37,757,583 12.87 No change 0.00%
HOSPIRA INC HSP 161,014 1.47% 4,202,931 38.31 3,763,523 32.83 Add 11.68%
HUMANA INC HUM 390,097 3.57% 4,623,102 84.38 4,309,705 69.11 Add 7.27%
J C PENNEY COMPANY INC JCP 144,016 1.32% 8,431,879 17.08 9,554,297 15.11 Reduce -11.75%
LAMAR ADVERTISING COMPANY LAMR 30,343 0.28% 699,300 43.39 1,467,412 48.58 Reduce -52.34%
LIBERTY GLOBAL INC LBTYA 0 0.00% 0 0.00 1,103,614 73.38 Sold out -100.00%
LIBERTY GLOBAL PLC cG5480U104 64,206 0.59% 873,669 73.49 0 0.00 New investment 100.00%
LIBERTY GLOBAL PLC cG5480U120 6,912 0.06% 101,816 67.89 0 0.00 New investment 100.00%
LIFE TECHNOLOGIES CORP LIFE 755,309 6.91% 10,206,878 74.00 14,539,992 64.63 Reduce -29.80%
LIFEPOINT HOSPITALS LPNT 176,818 1.62% 3,620,345 48.84 3,620,895 48.46 Reduce -0.02%
LOWES COMPANIES INC LOW 0 0.00% 0 0.00 1,595,226 37.92 Sold out -100.00%
MCKESSON CORP MCK 488,194 4.47% 4,263,700 114.50 3,711,037 107.96 Add 14.89%
Meritor, Inc. MTOR 68,336 0.63% 9,693,093 7.05 9,646,963 4.73 Add 0.48%
METLIFE INC MET 0 0.00% 0 0.00 860,000 38.02 Sold out -100.00%
MICROSOFT CORP MSFT 98,886 0.90% 2,862,515 34.55 0 0.00 New investment 100.00%
MUELLER WATER PRODUCTS INC MWA 24,434 0.22% 3,536,098 6.91 3,536,098 5.93 No change 0.00%
NETAPP INC NTAP 108,484 0.99% 2,871,476 37.78 565,204 34.16 Add 408.04%
OWENS CORNING INC OC 27,617 0.25% 706,687 39.08 0 0.00 New investment 100.00%
PENTAIR INC PNR 244,210 2.23% 4,233,150 57.69 3,931,444 52.75 Add 7.67%
PHILLIPS 66 PSX 118,700 1.09% 2,014,945 58.91 150,000 69.97 Add 1243.30%
PVH CORP PVH 70,621 0.65% 564,741 125.05 0 0.00 New investment 100.00%
RESMED INC RMD 0 0.00% 0 0.00 110,000 46.36 Sold out -100.00%
RITE AID CORP RAD 0 0.00% 0 0.00 3,000,000 1.90 Sold out -100.00%
ROVI CORPORATION ROVI 82,844 0.76% 3,627,141 22.84 10,345,765 21.41 Reduce -64.94%
SCORPIO TANKERS INC STNG 13,271 0.12% 1,477,800 8.98 0 0.00 New investment 100.00%
TAKETWO INTERACTIVE SOFTWARE INC TTWO 90,909 0.83% 6,072,734 14.97 5,853,564 16.15 Add 3.74%
Target Corp. TGT 0 0.00% 0 0.00 1,705,486 68.45 Sold out -100.00%
TENET HEALTHCARE CORPORATION NEW THC 453,594 4.15% 9,839,339 46.10 13,839,339 47.58 Reduce -28.90%
THERMO FISHER SCIENTIFIC INC TMO 720,088 6.59% 8,508,661 84.63 3,201,443 76.49 Add 165.78%
TIME WARNER CABLE INC TWC 259,060 2.37% 2,303,169 112.48 1,511,774 96.06 Add 52.35%
T-MOBILE US INC c872590104 56,158 0.51% 2,263,529 24.81 0 0.00 New investment 100.00%
UNITED PARCEL SERVICE UPS 52,891 0.48% 611,600 86.48 611,600 85.90 No change 0.00%
Unwired Planet, Inc. UPIP 2,917 0.03% 1,503,543 1.94 1,503,543 2.22 No change 0.00%
URS CORP URS 215,026 1.97% 4,553,711 47.22 4,553,711 47.41 No change 0.00%
VIRGIN MEDIA INC VMED 0 0.00% 0 0.00 846,600 48.97 Sold out -100.00%
WALGREEN CO WAG 334,852 3.06% 7,575,826 44.20 3,202,500 47.68 Add 136.56%
XEROX CORP XRX 296,264 2.71% 32,664,168 9.07 32,675,868 8.60 Reduce -0.04%
Disclaimer: All information is provided "as is" and only for informational purposes, not for trading purposes or advice, and may be inaccurate, incomplete, delayed and out of sequence. Tivlu LLC and its website Tivlu.com, collectively hereinafter referred to as Tivlu LLC, is not a registered investment adviser, broker, or dealer. Under no circumstances does any information posted on Tivlu.com represent a recommendation to buy or sell a security. The information, tools and ratings on Tivlu.com are not intended to be, nor do they constitute, investment advice or recommendations. In no event shall Tivlu LLC be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on Tivlu.com, or relating to the use of, or inability to use, Tivlu.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. The information on Tivlu.com is gathered from publicly available sources and is in no way guaranteed for completeness, accuracy or in any other way. Please verify pricing with your broker and consult with your own independent tax and financial advisors before you make any investment decision and commit to any trade. The investors discussed in Tivlu.com are not affiliated with Tivlu.com, unless explicitly noted. Past performance is no guarantee of future results. By accessing and using Tivlu.com, you agree to the Tivlu LLC Terms of Use, including future revisions. Replication or redistribution expressly prohibited without the prior written consent of Tivlu.com.